Verus Financial Partners, Inc.
Reported holdings as of Q2 2026, from 31 quarterly filings.
Holdings
| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | $290.2M | 784,245 | +0.81pp | 31q | +1.3%+$3.8M | |
| VANGUARD BD INDEX FDS | BND | $134.3M | 1,829,288 | -0.31pp | 23q | +2.6%+$3.4M | |
| VANGUARD STAR FDS | VXUS | $87.7M | 1,025,567 | +0.01pp | 25q | +1.5%+$1.3M | |
| AMERICAN CENTY ETF TR | AVIG | $64.4M | 1,555,647 | -0.22pp | 16q | +1.6%+$998.6K | |
| AMERICAN CENTY ETF TR | AVSF | $63.3M | 1,358,338 | -0.28pp | 17q | HELD | |
| VANGUARD WORLD FD | MGC | $55.1M | 201,543 | +0.08pp | 23q | HELD | |
| VANGUARD BD INDEX FDS | BIV | $54.2M | 706,952 | -0.02pp | 11q | +5.2%+$2.7M | |
| VANGUARD INTL EQUITY INDEX F | VEU | $53.8M | 642,970 | -0.04pp | 31q | HELD | |
| DIMENSIONAL ETF TRUST | DFIV | $46.5M | 860,998 | -0.22pp | 16q | +1.7%+$770.4K | |
| DIMENSIONAL ETF TRUST | DFUV | $45.9M | 833,515 | +0.52pp | 17q | +10.9%+$4.5M | |
| ISHARES TR | IVV | $35.6M | 47,569 | +0.02pp | 31q | -0.6%-$219.4K | |
| VANGUARD INDEX FDS | VBR | $32.2M | 132,360 | -0.01pp | 27q | -1.7%-$561.5K | |
| VANGUARD INDEX FDS | VV | $24.2M | 70,316 | +0.03pp | 31q | HELD | |
| AMERICAN CENTY ETF TR | AVLV | $18.0M | 197,709 | -0.41pp | 5q | -23.2%-$5.4M | |
| VANGUARD MALVERN FDS | VTIP | $14.4M | 286,832 | -0.05pp | 3q | +0.8%+$118.0K | |
| ISHARES TR | IXUS | $14.1M | 147,737 | -0.02pp | 23q | +0.7%+$93.1K | |
| VANGUARD MUN BD FDS | VTEB | $9.3M | 184,834 | -0.03pp | 17q | HELD | |
| VANGUARD MUN BD FDS | VCRM | $9.1M | 118,924 | +0.11pp | 5q | +22.0%+$1.6M | |
| VANGUARD INDEX FDS | VO | $9.0M | 112,168 | +0.01pp | 31q | +297.6%+$6.8M | |
| ISHARES TR | DVY | $6.9M | 44,284 | -0.04pp | 23q | -3.3%-$238.2K | |
| DIMENSIONAL ETF TRUST | DFNM | $5.2M | 108,310 | +0.03pp | 14q | +13.1%+$605.4K | |
| PHILIP MORRIS INTL INC | PM | $4.8M | 26,723 | +0.05pp | 23q | +2.6%+$121.2K | |
| ISHARES TR | IJH | $4.4M | 56,758 | +0.01pp | 23q | -0.5%-$23.1K | |
| ALTRIA GROUP INC | MO | $3.9M | 54,706 | +0.02pp | 23q | HELD | |
| VANGUARD MUN BD FDS | VTEI | $3.8M | 37,425 | +0.06pp | 2q | +29.0%+$849.1K | |
| STATE STR SPDR S&P 500 ETF T | SPY | $3.7M | 4,926 | flat | 29q | HELD | |
| APPLE INC | AAPL | $3.6M | 12,485 | +0.01pp | 31q | -1.4%-$52.1K | |
| VANGUARD INDEX FDS | VOO | $3.4M | 4,970 | flat | 25q | HELD | |
| VANGUARD SCOTTSDALE FDS | VTHR | $2.6M | 7,775 | flat | 16q | -0.7%-$19.2K | |
| VANGUARD INTL EQUITY INDEX F | VT | $2.5M | 16,143 | flat | 15q | -0.8%-$20.2K | |
| ISHARES GOLD TR | IAU | $2.3M | 30,161 | -0.05pp | 4q | HELD | |
| ISHARES TR | IWD | $2.2M | 9,203 | +0.01pp | 23q | HELD | |
| SCHWAB STRATEGIC TR | SCHD | $2.2M | 67,820 | -0.02pp | 15q | -8.0%-$188.2K | |
| MICROSOFT CORP | MSFT | $2.1M | 5,498 | -0.01pp | 31q | +10.4%+$193.6K | |
| DOMINION ENERGY INC | D | $1.9M | 28,336 | +0.02pp | 31q | +5.6%+$102.2K | |
| HCA HEALTHCARE INC | HCA | $1.9M | 4,770 | -0.05pp | 23q | HELD | |
| INTERNATIONAL BUSINESS MACHS | IBM | $1.6M | 5,690 | +0.01pp | 11q | HELD | |
| DIMENSIONAL ETF TRUST | DFCF | $1.4M | 34,339 | -0.04pp | 14q | -18.6%-$330.5K | |
| VANGUARD SCOTTSDALE FDS | VGSH | $1.4M | 23,659 | -0.02pp | 12q | -11.4%-$176.4K | |
| VANGUARD BD INDEX FDS | VUSB | $1.3M | 27,038 | -0.01pp | 17q | -0.8%-$10.5K | |
| WW GRAINGER INC | GWW | $1.3M | 974 | +0.01pp | 23q | HELD | |
| EXXON MOBIL CORP | XOMXXXX | $1.3M | 9,595 | -0.03pp | 31q | -6.9%-$96.8K | |
| ALPHABET INC | GOOGL | $1.2M | 3,381 | flat | 22q | HELD | |
| DIMENSIONAL ETF TRUST | DFAS | $1.2M | 14,173 | flat | 17q | HELD | |
| JOHNSON & JOHNSON | JNJ | $1.1M | 4,453 | -0.01pp | 31q | -9.5%-$118.9K | |
| ISHARES TR | IWF | $1.1M | 8,988 | flat | 23q | +298.2%+$835.8K | |
| AMERICAN CENTY ETF TR | AVIV | $1.1M | 14,204 | flat | 15q | +1.1%+$12.3K | |
| BERKSHIRE HATHAWAY INC DEL | BRKB | $1.1M | 2,120 | flat | 31q | HELD | |
| VANGUARD INSTL INDEX FD | VBIL | $991.7K | 13,103 | flat | 4q | HELD | |
| JPMORGAN CHASE & CO | JPM | $979.3K | 2,992 | flat | 24q | -1.3%-$12.8K | |
| VANGUARD INDEX FDS | VB | $957.1K | 3,158 | flat | 31q | -1.7%-$17.0K | |
| QUALCOMM INC | QCOM | $875.4K | 4,737 | +0.02pp | 7q | -3.3%-$29.8K | |
| BRANDYWINE RLTY TR | BDN | $863.6K | 272,417 | +0.01pp | 23q | +4.5%+$37.2K | |
| NVIDIA CORPORATION | NVDA | $859.1K | 4,293 | flat | 7q | +1.6%+$13.8K | |
| AMAZON COM INC | AMZN | $831.3K | 3,488 | -0.01pp | 13q | +0.8%+$6.7K | |
| ELEVANCE HEALTH INC FORMERLY | ELV | $764.4K | 1,977 | +0.01pp | 23q | -7.0%-$57.2K | |
| GE AEROSPACE | GE | $732.8K | 1,961 | +0.01pp | 13q | -6.4%-$50.1K | |
| CATERPILLAR INC | CAT | $699.1K | 656 | -0.01pp | 13q | -35.0%-$377.3K | |
| NORFOLK SOUTHN CORP | NSC | $692.2K | 2,200 | flat | 31q | -1.7%-$12.0K | |
| LOWES COS INC | LOW | $655.6K | 2,973 | -0.01pp | 31q | HELD | |
| BANK OF AMER CORP | BAC | $627.0K | 11,003 | flat | 25q | HELD | |
| META PLATFORMS INC | META | $605.5K | 1,075 | -0.01pp | 11q | HELD | |
| DIMENSIONAL ETF TRUST | DISV | $602.9K | 15,024 | flat | 15q | +1.5%+$8.8K | |
| DIMENSIONAL ETF TRUST | DFAX | $599.6K | 16,277 | flat | 17q | -0.7%-$3.9K | |
| SOUTHERN CO | SO | $560.3K | 5,854 | flat | 23q | -1.6%-$9.2K | |
| NASDAQ INC | NDAQ | $554.3K | 7,032 | -0.01pp | 23q | HELD | |
| ISHARES TR | ILF | $552.6K | 16,374 | -0.01pp | 8q | +1.0%+$5.7K | |
| MICRON TECHNOLOGY INC | MU | $549.4K | 476 | +0.03pp | 2q | HELD | |
| TJX COS INC NEW | TJX | $549.3K | 3,626 | flat | 23q | HELD | |
| BROADCOM INC | AVGO | $542.8K | 1,437 | flat | 5q | +0.9%+$4.9K | |
| FIDELITY WISE ORIGIN BITCOIN | FBTC | $533.3K | 10,447 | -0.02pp | 8q | HELD | |
| GE VERNOVA INC | GEV | $524.0K | 446 | flat | 5q | -7.1%-$39.9K | |
| VANGUARD INDEX FDS | VTV | $521.5K | 2,393 | flat | 6q | HELD | |
| VANGUARD WORLD FD | VDE | $520.5K | 3,467 | -0.01pp | 16q | +0.7%+$3.6K | |
| ABBVIE INC | ABBV | $506.5K | 2,013 | +0.01pp | 23q | HELD | |
| SPDR GOLD TR | GLD | $505.4K | 1,372 | -0.01pp | 4q | HELD | |
| MERCK & CO INC | MRK | $498.2K | 3,877 | flat | 28q | HELD | |
| AMERICAN CENTY ETF TR | AVXC | $484.0K | 5,651 | flat | 8q | HELD | |
| CORNING INC | GLW | $450.9K | 1,765 | +0.01pp | 2q | HELD | |
| VANGUARD INDEX FDS | VBK | $445.1K | 1,217 | flat | 24q | HELD | |
| ALPHABET INC | GOOG | $437.4K | 1,238 | flat | 12q | +1.6%+$6.7K | |
| CAPITAL ONE FINL CORP | COF | $431.6K | 2,151 | flat | 23q | -2.0%-$8.8K | |
| DIMENSIONAL ETF TRUST | DFUS | $410.6K | 5,011 | flat | 17q | HELD | |
| DUKE ENERGY CORP NEW | DUK | $407.7K | 3,221 | -0.01pp | 31q | -8.5%-$38.0K | |
| HOME DEPOT INC | HD | $407.3K | 1,155 | flat | 31q | +0.5%+$2.1K | |
| INVESCO QQQ TR | QQQ | $407.2K | 553 | flat | 15q | -2.3%-$9.6K | |
| WISDOMTREE TR | WTV | $398.5K | 3,918 | flat | 6q | HELD | |
| DIMENSIONAL ETF TRUST | DFAT | $396.9K | 5,678 | flat | 17q | HELD | |
| INTEL CORP | INTC | $395.7K | 2,834 | - | new | NEW | |
| MCKESSON CORP | MCK | $380.8K | 504 | -0.01pp | 16q | -3.8%-$15.1K | |
| ELI LILLY & CO | LLY | $377.4K | 315 | +0.01pp | 3q | +0.6%+$2.4K | |
| WALMART INC | WMT | $366.2K | 3,233 | flat | 7q | +0.5%+$1.9K | |
| MONDELEZ INTL INC | MDLZ | $363.8K | 6,289 | flat | 23q | +11.8%+$38.4K | |
| ABRDN PLATINUM ETF TRUST | PPLT | $353.2K | 25,000 | -0.01pp | 4q | +900.0%+$317.9K | |
| DIMENSIONAL ETF TRUST | DFSD | $353.0K | 7,392 | flat | 14q | HELD | |
| PEPSICO INC | PEP | $345.3K | 2,550 | -0.01pp | 24q | HELD | |
| VANGUARD WORLD FD | VGT | $331.0K | 2,770 | flat | 4q | +700.6%+$289.7K | |
| AMERICAN CENTY ETF TR | AVIE | $330.6K | 4,447 | flat | 13q | HELD | |
| VERIZON COMMUNICATIONS INC | VZ | $328.4K | 7,757 | flat | 6q | HELD | |
| FLEXSHARES TR | GUNR | $326.3K | 6,620 | flat | 13q | +0.7%+$2.3K | |
| COCA COLA CO | KO | $317.2K | 3,903 | flat | 31q | -2.3%-$7.3K | |
| CHEVRON CORPORATION | CVX | $307.5K | 1,855 | -0.01pp | 18q | -3.7%-$11.9K | |
| COSTCO WHOLESALE CORPORATION | COST | $295.7K | 316 | flat | 9q | HELD | |
| AMERICAN ELEC PWR CO INC | AEP | $294.0K | 2,149 | flat | 6q | HELD | |
| YUM BRANDS INC | YUM | $290.3K | 1,816 | +0.01pp | 2q | +44.6%+$89.5K | |
| ISHARES BITCOIN TRUST ETF | IBIT | $286.2K | 8,597 | -0.01pp | 8q | HELD | |
| WELLS FARGO & CO | WFC | $279.4K | 3,381 | flat | 5q | HELD | |
| PROCTER & GAMBLE CO | PG | $263.8K | 1,799 | flat | 30q | -14.2%-$43.7K | |
| CIENA CORP | CIEN | $260.0K | 530 | flat | 2q | HELD | |
| ISHARES TR | INDA | $256.8K | 5,199 | flat | 8q | HELD | |
| UDR INC | UDR | $255.5K | 6,400 | flat | 22q | HELD | |
| VISA INC | V | $248.7K | 725 | -0.01pp | 6q | -39.2%-$160.2K | |
| WESTERN DIGITAL CORP | WDC | $248.5K | 389 | - | new | NEW | |
| CARMAX INC | KMX | $248.4K | 4,696 | - | new | NEW | |
| MARATHON PETE CORP | MPC | $247.5K | 968 | flat | 2q | HELD | |
| HOWMET AEROSPACE INC | HWM | $246.3K | 916 | flat | 2q | HELD | |
| HARTFORD INSURANCE GROUP INC | HIG | $236.1K | 1,782 | flat | 6q | HELD | |
| CSX CORP | CSX | $234.6K | 4,936 | flat | 2q | HELD | |
| PFIZER INC | PFE | $217.0K | 9,013 | flat | 31q | HELD | |
| LAM RESEARCH CORP | LRCX | $216.7K | 500 | - | new | NEW | |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | $215.9K | 452 | - | new | NEW | |
| AMERICAN CENTY ETF TR | AVDE | $211.1K | 2,366 | flat | 3q | +1.3%+$2.7K | |
| UNITEDHEALTH GROUP INC | UNH | $210.1K | 505 | - | new | NEW | |
| PALO ALTO NETWORKS INC | PANW | $206.7K | 606 | - | new | NEW | |
| CARDINAL HEALTH INC | CAH | $205.7K | 866 | - | new | NEW | |
| RBB FD INC | XBIL | $205.0K | 4,100 | flat | 11q | HELD | |
| UNITED AIRLS HLDGS INC | UAL | $204.0K | 1,500 | - | new | NEW |
By sector
Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.
| Sector | Value | Share |
|---|---|---|
| Food, Drink & Tobacco | $9.8M | 0.8% |
| Other sectors | $46.4M | 4.0% |
| Not classified | $1.1B | 95.2% |
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | $1.2B | 127 | 9 | 35 | 32 | 3 | 76.6% | 21 |
| Q1 2026 | $1.1B | 121 | 9 | 27 | 29 | 3 | 76.3% | 21 |
| Q4 2025 | $1.1B | 115 | 4 | 33 | 48 | 10 | 75.5% | 33 |
| Q3 2025 | $1.0B | 121 | 12 | 30 | 40 | 2 | 76.4% | 30 |
| Q2 2025 | $981.5M | 111 | 7 | 43 | 25 | 0 | 76.7% | 21 |
| Q1 2025 | $876.7M | 104 | 8 | 35 | 27 | 1 | 79.8% | 35 |
| Q4 2024 | $890.8M | 97 | 3 | 22 | 31 | 4 | 79.7% | 24 |
| Q3 2024 | $912.9M | 98 | 8 | 19 | 24 | 5 | 79.7% | 32 |
| Q2 2024 | $860.2M | 95 | 2 | 17 | 27 | 5 | 79.7% | 36 |
| Q1 2024 | $853.8M | 98 | 1 | 15 | 30 | 1 | 78.7% | 37 |
| Q4 2023 | $808.5M | 98 | 6 | 28 | 42 | 11 | 78.3% | 38 |
| Q3 2023 | $767.5M | 103 | 2 | 37 | 21 | 2 | 77.0% | 24 |
| Q2 2023 | $793.1M | 103 | 7 | 25 | 46 | 6 | 75.8% | 27 |
| Q1 2023 | $733.9M | 102 | 6 | 24 | 37 | 4 | 77.5% | 38 |
| Q4 2022 | $726.6M | 100 | 8 | 14 | 55 | 9 | 79.4% | 128 |
| Q3 2022 | $660.5M | 101 | 12 | 27 | 30 | 7 | 81.4% | 31 |
| Q2 2022 | $697.6M | 96 | 10 | 30 | 28 | 13 | 80.9% | 34 |
| Q1 2022 | $704.7M | 99 | 14 | 23 | 42 | 10 | 83.9% | 15 |
| Q4 2021 | $756.2M | 95 | 2 | 17 | 30 | 3 | 84.6% | 19 |
| Q3 2021 | $667.9M | 96 | 4 | 22 | 32 | 2 | 87.1% | 29 |
| Q2 2021 | $654.9M | 94 | 8 | 27 | 31 | 1 | 87.4% | 23 |
| Q1 2021 | $631.1M | 87 | 6 | 23 | 38 | 0 | 87.3% | 27 |
| Q4 2020 | $583.7M | 81 | 33 | 18 | 30 | 125 | 88.5% | 41 |
| Q3 2020 | $274.2M | 173 | 129 | 28 | 16 | 32 | 52.4% | 34 |
| Q2 2020 | $464.3M | 76 | 10 | 19 | 21 | 0 | 88.6% | 31 |
| Q1 2020 | $328.0M | 66 | 3 | 24 | 21 | 11 | 86.5% | 9 |
| Q4 2019 | $331.0M | 74 | 11 | 26 | 25 | 3 | 86.5% | 21 |
| Q3 2019 | $305.2M | 66 | 10 | 24 | 23 | 2 | 88.9% | 15 |
| Q2 2019 | $297.8M | 58 | 4 | 25 | 19 | 0 | 89.9% | 36 |
| Q1 2019 | $282.9M | 54 | 6 | 21 | 21 | 3 | 90.4% | 19 |
| Q4 2018 | $278.7M | 51 | 0 | 0 | 0 | 0 | 91.8% | 8 |
Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.
Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.
Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.